CIA
Compass Ion Advisors’s Waters Corp WAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
1,219
| – | – | 0.05% | 183 |
|
|
2025
Q1 | $449K | Buy |
1,219
+2
| +0.2% | +$737 | 0.05% | 174 |
|
|
2024
Q4 | $451K | Hold |
1,217
| – | – | 0.05% | 170 |
|
|
2024
Q3 | $438K | Buy |
1,217
+5
| +0.4% | +$1.8K | 0.05% | 176 |
|
|
2024
Q2 | $417K | Hold |
1,212
| – | – | 0.06% | 156 |
|
|
2024
Q1 | $417K | Hold |
1,212
| – | – | 0.06% | 157 |
|
|
2023
Q4 | $399K | Buy |
1,212
+52
| +4% | +$17.1K | 0.06% | 159 |
|
|
2023
Q3 | $318K | Buy |
+1,160
| New | +$318K | 0.05% | 172 |
|